Putting The Focus
On A Person’s Lifetime Needs

Help With Guardianships And Medicaid Planning

In 2010, our founding attorney, Antoinette Summers, was forced to become a conservator after her mother suffered from a stroke. Feeling overwhelmed, she quickly realized how many people could use legal guidance. She took the time to study this complex area of the law in order to help others. Summers Legal P.A. has worked with clients throughout Florida who have questions regarding guardianship and Medicaid planning.

Why Appointing A Guardian Can Become Necessary

Understandably, careful thought has to be put into choosing a guardian. If a person becomes incapacitated or are unable to make decisions on their own, their court-appointed guardian will now speak for them. This means having a tremendous amount of control over someone’s life.

Guardianships may be avoided if an adult has designated agent through a well drafted Power of Attorney during estate planning before they became incapacitated. However, if this has not happened, having a court appoint a legal guardian will be necessary in order for someone else to act on their behalf, particularly in health care and financial decisions.

Designating a legal guardian can be necessary in a variety of situations. Beyond elderly parents or loved ones who can no longer manage their affairs, individuals or couples with minor children should assign a guardian to be responsible for their care in their will. Also, a guardian should be designated for a disabled child who will not be able to manage their personal affairs after they become an adult. This is a critical part of ensuring their ongoing wellbeing.

When power of attorney documents have not been filed prior to a person’s incapacity, guardianship is the best way to protect those whom you love. We can discuss your options and what this means moving forward.

Medicaid Planning And Funding Long-Term Care Needs

Few families have the capacity to completely self-fund a loved one’s long-term care. Many options exist to help with this process, including private long-term care insurance, veteran’s benefits and Medicaid. Florida Medicaid requirements stipulate that the request for assistance be “need based.” This may require a family to meet spend-down requirements in order for the loved one to qualify for this program.

Summers Legal P.A. can help your family examine the most strategic ways to preserve as much of the estate as possible while helping your loved one qualify for Medicaid. We can address issues such as home ownership, marital assets, the risks and benefits of outright gifting to adult children and many other questions.

Do You Have Questions? Call Today.

Our attorneys take the time to explain the potential solutions we recommend for you and your family. To schedule a consultation, call our office in Tampa at 813-540-1225 or fill out our contact form today.